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Prestige Wealth Management Group’s Kirby Corp KEX Stock Holding History

Prestige Wealth Management Group’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-24
Closed -$2K – 831
2018
Q4 		$2K Buy
+24
New +$1.78K ﹤0.01% 832

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ACH
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Diamond Hill Capital Management
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Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Prestige Wealth Management Group's KEX Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Kirby Corp (KEX) in Q1 2019, closing a stake of 24 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in KEX in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 259 funds tracked by Wall St. Rank hold KEX as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Kirby Corp position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 24 Kirby Corp shares in Q1 2019, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in Kirby Corp in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Kirby Corp position peaked at $2K in Q4 2018.
  • 259 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.